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Author profile

Carmen Reichman

Carmen Reichman

Carmen joined Professional Adviser in May 2013 following a brief stint on a private equity title. She specialises in regulation, and covers the networks and nationals patch.

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Articles by Carmen Reichman

Pensions

Phoenix widens partnership with Just Retirement in pensions freedom push

Life fund consolidator Phoenix Life has widened its partnership with Just Retirement to allow clients access to the government's new pension freedoms and simplified advice.

clock 24 April 2015 •

Estate planning

Review legacy pensions now to avoid 'future death benefit complaints', advisers warned

Standard Life is urging advisers to review their clients' legacy personal pensions to avoid their beneficiaries being forced to buy an annuity when they inherit the pots and avoid potential future negligence claims.

clock 24 April 2015 •

Income

Pensions and IHT behind 'sharp rise in demand for financial advice'

There has been a sharp rise in demand for financial advice over the past 12 months, according to accountants, who claimed people have become more aware of pensions and inheritance tax planning.

clock 24 April 2015 •

Regulation

Sesame wind-down: Rival network appeals to burnt advisers

Rival network appeals to burnt advisers

clock 23 April 2015 •

Income

Intelligent Pensions offers DB transfer option to advisers

Retirement planning firm Intelligent Pensions has launched a pension transfer service for advisers wanting to help their clients transfer out of defined benefit (DB) schemes.

clock 23 April 2015 •

Your profession

'It all started going wrong': Former Sesame adviser on why he was leaving anyway

Clive Balchin had been with Sesame for 18 years but an ever more stringent approach to compliance pushed him to hand in his notice - just days before the group announced it was shutting its investment network.

clock 22 April 2015 •

Investment

WM tech to power Just Retirement's 'rainy day fund' platform

Retirement specialist Just Retirement has partnered with wealth management technology firm GBST to power its new platform for retirement savings to be launched in the coming month.

clock 22 April 2015 •

Your profession

Openwork rolls out scheme to take advisers to Chartered

Zurich-backed network Openwork has launched a training programme to help its advisers attain QCF Level 6 qualifications and the Chartered Financial Planner designation.

clock 21 April 2015 •

Regulation

Dear new PM: Five IFAs' election wishes

Five IFAs' election wishes

clock 21 April 2015 • 5 min read

Investing in the profession

Consolidator mandates QCF Level 6 and doubles adviser CPD

An advice firm consolidator is requiring all of its advisers to attain Chartered status, requiring Level 6 qualifications - two grades above the minimum.

clock 21 April 2015 •
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